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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,815 | $81,487+20.0% | $102,412-4.5% | $80,935+20.9% |
| Participation rate | 93.8% | 66.8%+26.9pp | 74.5%+19.2pp | 67.7%+26.1pp |
| Annual return | 20.95% | 25.60%-4.6pp | 24.94%-4.0pp | 35.66%-14.7pp |
| Employer contribution / active EE | $6,079 | $3,103+95.9% | $3,870+57.1% | $2,757+120.5% |
| Participant deferral / active EE | $4,743 | $3,871+22.5% | $5,060-6.3% | $4,299+10.3% |
| Admin fee / account holder | $3,588 | $6,717-46.6% | $8,388-57.2% | $6,924-48.2% |